Our Team.

Milestone Advisory consists of a team of people that provide expert financial advice and solutions to our clients. With a strong emphasis on professional qualifications and continuous development, our team offer bespoke and innovative solutions to ensure that the financial outcomes of our clients are consistently maximised.

Susan O’Mara, QFA, RPA, PTP

Susan led the establishment of the new operating division of CPAS, Milestone Advisory DAC and in 2014 was appointed as the Financial Services Consultant for the business. Susan is responsible for advisory services provided. Prior to that, Susan worked in CERS (also a division of CPAS) from 2007 as a Pension Consultant, managing a portfolio of corporate clients. Susan previously worked with Invesco as a Client Service Manager..

Corey Roche

Corey joined Milestone Advisory in 2018 and is responsible for the administration of all advisory services provided by the company for individual and corporate clients. Corey has been with Milestone’s parent company CPAS since July 2017 before being appointed to Milestone Advisory. Corey is currently working towards his QFA designation...

Kevin Walsh, FIIPM, QFA

Kevin has overall responsibility for the operational aspects of CPAS. Before joining CPAS in 2008, Kevin held a number of positions in Friends First and Irish Life and has over 26 years’ experience in the corporate pensions industry. Kevin is a Fellow of the Irish Institute of Pensions Managers (FIIPM)....

Juraj Szabo, LCOI

Juraj was appointed as Regulatory Compliance & Information Security Specialist in 2018. He has been with Milestone’s parent company CPAS since 2006 as a Client relationship manager in the Construction Workers Pension scheme. During this time, Juraj completed a Professional Diploma in Compliance and is now a Licentiate of the Association of Compliance Officers in Ireland. He is now responsible for managing compliance matters within CPAS and its operating divisions.